Mango O V4 0 User Manual

• 1 Getting Started
  • 1.1 Dashboard
• 2 Customers
  • 2.1 Customer Search
  • 2.2 New Customer Record
  • 2.3 Predefined Lists of Customers
    • 2.3.1 List of Active Customers
    • 2.3.2 List of Inactive Customers
  • 2.4 Customer Details Page
    • 2.4.1 Basic Customer Data
      • 2.4.1.1 Customer's Photo
    • 2.4.2 Membership Renewal
    • 2.4.3 Accounts' Details
    • 2.4.4 Additional Options in the Menu Bar
• 3 Account Types
  • 3.1 Share Account
    • 3.1.1 Retrieving account information
    • 3.1.2 Share Buys
    • 3.1.3 Transfer of shares
    • 3.1.4 Share Sales
  • 3.2 Savings Account
    • 3.2.1 Retrieving account information
    • 3.2.2 Deposits
    • 3.2.3 Withdrawals
  • 3.3 Loans Account
• 4 Loans
  • 4.1 Loan Search
  • 4.2 Predefined Lists for Loans
    • 4.2.1 List of Active Loans
    • 4.2.2 List of Pending Loans
  • 4.3 Loan Details Page
    • 4.3.1 Basic Loan Data
      • 4.3.1.1 Security Documents
      • 4.3.1.2 Rejecting a Pending Loan
      • 4.3.1.3 Approving a Pending Loan
    • 4.3.2 Loan Payment Transactions Data
      • 4.3.2.1 Making a Repayment
      • 4.3.2.2 Error Correction
      • 4.3.2.3 Defaulted Payments and Default Fines
      • 4.3.2.4 Export Loan Statement
  • 4.4 Entering a New Loan
    • 4.4.1 Uploading Security Documents
• 5 Employees
  • 5.1 Employee Details Page
    • 5.1.1 Employee Picture
    • 5.1.2 Linking Employee and mangoO System User
  • 5.2 New Employee Record
• 6 Accounting
  • 6.1 Expenses
  • 6.2 Incomes
  • 6.3 Annual Accounts
    • 6.3.1 Annual Share Dividend
    • 6.3.2 Annual Savings Interest
• 7 Reports
• 8 Settings
  • 8.1 Basic Settings
    • 8.1.1 System-wide settings
    • 8.1.2 Customer Search Settings
    • 8.1.3 Number Settings
    • 8.1.4 Savings Related Settings
    • 8.1.5 Auto-Deactivation of Unrenewed Customer Accounts
  • 8.2 Loan Settings
    • 8.2.1 Interest Calculation Method
    • 8.2.2 Loan Interest Rate
    • 8.2.3 Minimum Length of Membership
    • 8.2.4 Limits on Loan Principal Amount
    • 8.2.5 Auto-Fining Loan Defaulters
    • 8.2.6 Limit of Guarantees
    • 8.2.7 Additional Field for Loans
  • 8.3 Fees & Charges
    • 8.3.1 Share Value
    • 8.3.2 Membership related Fees
    • 8.3.3 Operational Fees
    • 8.3.4 Loan related Fees
  • 8.4 Users
    • 8.4.1 New User Record
    • 8.4.2 Edit Existing User
    • 8.4.3 Passwords
    • 8.4.4 Linking an Employee to a User Account
  • 8.5 Usergroups
    • 8.5.1 New Usergroup
    • 8.5.2 Edit Existing Usergroup
    • 8.5.3 Deleting Usergroups
    • 8.5.4 Administrator Usergroup
  • 8.6 Log Records